Private Banking Assistant

Req #
Wealth Management
Houston, TX - Kirby Grove
Monday-Friday 8:00am-5:00pm
Company Name
PlainsCapital Bank

Job Summary

The Private Banking Assistant is responsible for providing general administrative assistance, handling customer requests, and assisting with special projects within the department. Assists Private Banking clients/beneficiaries and is responsible for administrative tasks related to various account types including, but not limited to: monitoring account balances, preparing correspondence, verifying transactions, etc. Collects and prepares data and reports for various needs in the department.


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Essential Functions

  1. Perform general administrative duties for respective office and team including, but not limited to, answering and routing calls appropriately, greeting visitors and ascertaining nature of business, providing information to authorized individuals, managing calendars, scheduling travel, ordering supplies, preparing expense reports, submitting expense reports and invoices to A/P, etc.
  2. Assist with opening new accounts to include the following:
    1. Prepare documentation for new client accounts. Complete account set up documents, agreements and transfer paperwork.
    2. Perform US Patriot Identification Verifications, utilizing Penley Efunds. Track missing documents on US Patriot Document Tracking Report.
  3. Close accounts, distribute funds and assist with the transfer of assets.
  4. Perform administrative tasks for trust accounts including but not limited to the following
    1. Assist administrator in taking care of customer’s needs and requests.
    2. Prepare account documentation for Trust Administrative Committee.
    3. Review and route incoming mail.
    4. Prepare outgoing correspondence.
    5. Prepare account transactions- deposits, contributions, payment of invoices, checks and wire transfers. Input data in trust accounting system as needed.
    6. Monitor daily account balances.
    7. Review and perform necessary tasks pursuant to tickler system.
    8. Complete necessary forms for file maintenance, account closings, etc.
    9. Verify all transactions to client’s accounts to ensure correct posting.
    10. Assist with annual account reviews.
    11. Verify cash balances prior to fees being released.
    12. Coordinate the tracking of Fiduciary/ Personal Income Tax returns to ensure they are completed by the filing deadline.
  5. Assist clients with online PAL system
  6. Assist with documenting customer information in customer relationship management system.
  7. Assist with preparing marketing and investment review material and presentations (i.e. basic editing, printing, binding, etc).
  8. Work with manager/officers to coordinate client, prospect, and center of influence events.
  9. Assist with account research and resolve operational issues.
  10. Scan/image and index account documentation.
  11. Perform other duties and special projects as assigned.


wealth management, trust, private banking, bank, assistant, administrative, service, support

Job Requirements

  • High School diploma, general education degree (GED), or equivalent required. Bachelor’s degree in Business or related field preferred.
  • 3 to 5 years of related experience in a financial services company. Prior experience in wealth management, trust, or private banking strongly preferred. Relevant education may be substituted for experience requirements on a year for year basis.
  • Must have a professional demeanor with excellent verbal, written and interpersonal communication skills, the ability to maintain strict confidentiality, and interact with all levels of individuals.
  • Strong PC skills, including proficiency with word processing and spreadsheets via Microsoft Office products as well as the ability to learn and use custom applications and systems.
  • Superior time management, organizational and problem-solving skills with strong attention to detail.
  • The ability to work under pressure, meet deadlines and multi-task.


wealth management, trust, private banking, bank, assistant, administrative, service, support

About the Company

At PlainsCapital Bank, we’ve always had a trailblazing spirit. PlainsCapital Bank was founded in 1988 by current Chairman Alan B. White and a group of young bankers who dreamed of bringing relationship banking to their hometown of Lubbock, Texas. With the acquisition of Plains National Bank, a Lubbock financial institution with one branch and $198.8 million, they began growing the bank one relationship at a time.


Today, PlainsCapital Bank is one of the largest banks in Texas based on deposit market share. We have a statewide presence with more than 60 locations in all major Texas markets. We are a strong and stable financial institution and a trusted community partner. We take pride in helping our customers blaze trails of their own, whether launching or expanding a business, raising a family, or moving into retirement. Our diverse range of services includes commercial banking, treasury management, private banking, and wealth management, as well as consumer banking.      


To learn more, please visit us online at


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